Move Book

By specifying a folder as a shared destination of the book, the book and included sheets can be viewed by other members in Salesforce. Books can also be organized by properly storing them in folders.

Moving Books to Folders

To change the folder of a book, follow these steps:

1. Select "Move" from the book menu, or click on the "Share to" link on the right side of the book header and select "Change Sharing Folder".

2. A dialog to select the destination folder for the book will be displayed, so select a folder. By default, the following two folders can be selected:

   • Private - Books in this folder can be accessed only by book owners

   • Organization - Books in this folder can be accessed by all members in the Salesforce organization

3. If you want to create a new shared folder in addition to the above, click the "Create New Folder" link and the "Create Folder" dialog will be displayed.

4. Enter the name of the folder you want to create, add the appropriate groups/roles to the shared groups/roles, and press the "Create" button.

5. The dialog will be displayed again, so select the newly created folder and click the "Apply" button.

6. Confirm that a new folder has been created in the navigation menu and that the book has been moved into the folder.

Folder Management

Created folders can be maintained from the folder management dialog. From the folder management dialog, you can create new folders, change settings, move folders, and delete folders.

Display the folder management dialog from the folder management menu at the bottom of the application sidebar.

By moving one folder to another folder, it is possible to create a hierarchical structure for folders.

The sharing destination settings such as roles and groups that can access folders must be set individually for each folder. Sharing destination settings are not inherited by the hierarchical structure.